Systematic investing, mastered.
Build real, factor-driven strategies with structured coaching and quantitative consulting. Powered by Portfolio123.
Free 30-min intro call. No commitment.
Carlos Morales
Quant · Factor Investing Coach · Consultant
P123-Verified CoachTwo Ways to Work Together
Whether you're learning to build strategies or need institutional-grade quantitative support, Quant Solvings has you covered.
Coaching Program
A structured, multi-level curriculum that takes you from factor investing fundamentals to advanced ML-driven strategies, all inside Portfolio123. 1:1 sessions tailored to your pace and goals.
Quantitative Consulting
Working with institutional investors and ultra-high-net-worth individuals to develop custom quantitative tools, risk models, and systematic investment frameworks tailored to their specific technical challenges.
Choose the Level That Matches Your Experience
Start where you are. Leave with a clear, repeatable workflow you can run live and improve over time.
Beginner
€125/hr
Master the basics of factors, universes, ranking systems, and going live.
- Understand factor families and why they work
- Explore factors inside P123 with practical workflows
- Build a universe, run OOS checks, and create a robust ranking system
- Launch a strategy live and learn risk management basics
Intermediate
€185/hr
Turn a working strategy into something you can trust under real conditions.
- Reduce concentration and add portfolio guardrails
- Run robustness checks and spot overfitting
- Build long-short frameworks with exposure control
- Design macro indicators and antifragile strategy sleeves
Advanced
€250/hr
Rigorous validation, explainability, stress testing, and live operations.
- Bias-variance, generalization, and what real edge looks like
- Feature engineering, redundancy control, and walk-forward validation
- Stress tests by regime, liquidity, and noise
- Live monitoring, drift detection, and retraining policy
Full Package
€149/hr
Beginner to advanced in a single structured curriculum: from foundations to institutional-quality workflows.
- 24 hours across all levels
- Flexible scheduling tailored to your calendar
- A more dynamic and personalized process
- Discount applied to all courses
Quick Comparison
| Feature | Beginner | Intermediate | Advanced | Full Package |
|---|---|---|---|---|
| Factor Investing Foundations | ✓ | ✓ | ✓ | ✓ |
| Risk Management | Basic | ✓ Advanced | ✓ Advanced | ✓ Advanced |
| ML & AI Models | ✗ | Intro | ✓ | ✓ |
| Walk-Forward Validation | ✗ | ✗ | ✓ | ✓ |
| Live Strategy Deployment | ✓ | ✓ | ✓ | ✓ |
| Best value per hour | €125/hr | €185/hr | €250/hr | €149/hr |
Self-Taught vs. Coached Investing
What typically takes months of trial-and-error can be fast-tracked with structured guidance.
Going It Alone
- Months to learn factor investing basics
- High risk of overfitting and survivorship bias
- No structured validation framework
- Trial-and-error risk management
- No feedback on strategy design
With Quant Solvings
- Go live in 4-8 weeks with proven frameworks
- Avoid common pitfalls from day one
- Rigorous OOS validation built into curriculum
- Professional risk controls from the start
- 1:1 expert feedback on every strategy
How the Coaching Program Works
Four simple steps from first contact to running your own systematic strategies.
Free Intro Call
We assess your experience level, discuss your goals, and find the right coaching tier for you.
Structured Curriculum
Follow a step-by-step path with 1:1 video sessions, practical exercises, and research materials.
Build & Validate
Construct real strategies inside Portfolio123 with proper backtesting, OOS validation, and risk controls.
Go Live
Launch your strategy with confidence, and continue improving with a clear, repeatable workflow.
Get the Strategy Validation Checklist
7 steps every quant investor should follow before going live. Avoid common pitfalls in backtesting, overfitting, and risk management.
- Out-of-sample validation framework
- Risk control checklist for live strategies
- Factor selection do's and don'ts
What Clients Say
Real feedback from investors who have worked with Carlos.
Meet Carlos Morales
Quantitative researcher, systematic trader, and founder of Quant Solvings.
Carlos holds a Master's in Stock Market and Financial Markets from IEB and has built his career at the intersection of quantitative finance, factor investing, and systematic strategy design. He has worked on financial research including profitability, liquidity, solvency, and asset management analysis, as well as quantitative model development for institutional decision-making processes.
As the founder of Quant Solvings, Carlos works with retail and institutional investors to develop robust, factor-driven investment systems on Portfolio123. He is also a verified P123 coach and an active contributor to the quantitative investing community, known for combining deep technical knowledge with a practical, results-oriented approach.
Beyond coaching, Carlos works with institutional investors and ultra-high-net-worth individuals on the development of custom quantitative tools, risk frameworks, and systematic investment models. All services are educational and technical in nature. Quant Solvings does not provide regulated financial advice.
Real Results, Real Money
Verified performance from live brokerage accounts running systematic factor strategies built on Portfolio123.
Past performance is not indicative of future results. These figures represent returns from live brokerage accounts and are shown for informational and educational purposes only. They do not constitute investment advice or a guarantee of similar outcomes.
As Seen On
David Nelson sits down with Carlos Morales to break down factors, momentum, and why rebalancing may be the only "free lunch" in finance, exploring how data, discipline, and technology are reshaping the future of investing.
Watch the Interview
Maj Soueidan explores Carlos' quant investing philosophy: from losing 30% on his first investment to building factor-driven systems, the role of momentum and low volatility, mixing AI with traditional models, and why betting on probabilities beats relying on judgment.
Read & Watch the Session
Portfolio123 sits down with Carlos after his custom-built model achieved a 50% return in a single month. Carlos discusses building uncorrelated strategies, managing risk through diversification and strategic hedging, AI and machine learning in quant finance, and his work with family offices and funds.
Watch the InterviewFrequently Asked Questions
Which coaching tier is right for me?
If you're new to factor investing or Portfolio123, start with Beginner. If you already have live strategies but want to improve risk management, go Intermediate. If you want ML/AI, choose Advanced. Not sure? Book a free intro call and we'll assess together.
How long until I can go live?
Most Beginner clients go live within 4-6 weeks. Full Package clients typically deploy their first strategy within 6-8 weeks, with institutional-quality workflows by the end.
Will this work for my specific situation?
The coaching is flexible and tailored to your goals, whether you manage personal capital or work with institutional mandates. The free intro call is designed to assess fit before you commit.
What happens after the coaching ends?
You leave with a complete, repeatable workflow you can run independently. Many clients continue improving on their own; some return for advanced modules or consulting projects.
How much time per week is required?
Typically 1 to 3 sessions per week depending on your schedule and goals.
Will there be homework?
Yes. After every session you will receive assignments so you can apply what you learned.
Do I need prior investing experience?
You should know basic fundamentals like balance sheets and P&L statements.
Do I need a paid Portfolio123 plan?
Recommended: Backtest plan for beginner, Portfolio for intermediate, and Ultimate + AI for advanced.
Can I apply strategies to my brokerage?
Yes. You can trade manually or connect strategies directly to your brokerage account.
Is this a Portfolio123 onboarding call?
No. This is investing coaching focused on building and improving strategies, not platform onboarding.
Cancellation & Rescheduling Policy
To ensure a smooth and respectful coaching experience for all clients, the following policy applies to all coaching sessions.
Cancellations & Refunds
Coaching sessions may be cancelled and refunded only if the cancellation is made at least 24 hours before the first scheduled coaching session. Cancellations made less than 24 hours in advance are non-refundable.
No-Shows
If a client does not attend a scheduled coaching session without prior notice, the session will be considered delivered and fully charged.
Rescheduling
Sessions may be rescheduled at no additional cost provided that notice is given at least 2 hours before the scheduled session time. Rescheduling requests made with less than 2 hours' notice may be treated as a no-show.
Exceptional Circumstances
In the event of unforeseen emergencies or exceptional circumstances, please contact me as soon as possible. Such cases will be reviewed on a discretionary basis.
Start Building Smarter Strategies
Book a free introduction call to confirm fit, pick your level, and map your first session.
Schedule a Free Intro CallOr email us directly at c.morales@quantsolvings.com